Defining billing schedules

To automatically bill customers for recurring costs, you can add billing schedules to the customer agreement. You specify the first bill date for a schedule and a term that defines the number of months that the schedule runs.

1. In the Customer Agreements application, create or open the customer agreement that you want to add the billing schedule to.
2. In the Billing Schedule section, add the details of the new billing schedule.
3. In the Billing Details section of the Billing Schedule tab, enter the details of the costs to be included on bill batches that are created when the billing schedule is run. You can enter fixed fee charges, items, service items, tools, and scheduled usage. You can also select the price schedule to be used for the list prices, as appropriate.
4. Save the billing schedule.